Welcome Series Changes

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Janet LeBlanc
Janet LeBlanc
Tenth Anniversary Photogenic First Comment Facilitator Level 2
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions
I've made some changes to my welcome series and named it Welcomer Series #1 V2...but I dont' know how to replace the version before it and have that one go live.  Can someone please give me STEP BY STEP instructions on how to do this please.  



OR



On the current one can I just click return to draft - make the edits and then everything should be set up for rescheduling it correct?
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  • Megan Grummert
    Megan Grummert
    Ancient Membership Photogenic First Comment Facilitator Level 1
    You should just be able to return the existing welcome series to drafts and then re-set up the recurring delivery with your new content. 
  • Philip Nawrocki
    Philip Nawrocki
    Ancient Membership 500 Comments 100 Likes Photogenic
    You need to cancel the original recurring delivery and then schedule a new recurring delivery to make this work.



    Once you cancel the original recurring delivery, you can just set up the new one like you did before.



    Attached is a doc I received from support earlier in the year. It is a bit old on the screenshot side of things, but still will work.

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